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Broadway Wealth Solutions, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Broadway Wealth Solutions, Inc.

报告期 2026-03-31 · CIK 0002021265

持仓数

95

前50大市值合计

$181.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$37.9M

494,737

20.9%

USTB VICTORY PORTFOLIOS II

SHORT TRM BD ETF

$28.3M

559,951

15.6%

FTRB FEDERATED HERMES ETF TRUST

HERMES TOTAL RET

$28.0M

1,115,476

15.5%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$16.3M

192,426

9.0%

JPIB J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF

$7.3M

152,731

4.0%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$6.9M

86,094

3.8%

FMDE FIDELITY COVINGTON TRUST

ENHANCED MID

$6.5M

180,422

3.6%

DFIS DIMENSIONAL ETF TRUST

INTL SMALL CAP E

$4.6M

135,630

2.5%

SPTL SPDR SERIES TRUST

STATE STREET SPD

$4.3M

164,753

2.4%

JGRO J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH

$3.8M

44,986

2.1%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$3.4M

30,965

1.9%

NBSM NEUBERGER BERMAN ETF TRUST

SMALL MID CAP ET

$3.1M

121,473

1.7%

NVDA NVIDIA CORPORATION

COM

$2.7M

15,376

1.5%

MSFT MICROSOFT CORP

COM

$2.1M

5,696

1.2%

AAPL APPLE INC

COM

$2.1M

8,279

1.2%

RTX RTX CORPORATION

COM

$2.0M

10,439

1.1%

COST COSTCO WHOLESALE CORPORATION

COM

$2.0M

2,014

1.1%

AMZN AMAZON COM INC

COM

$1.8M

8,878

1.0%

— EXXON MOBIL CORP

COM

$1.3M

7,879

0.7%

AVGO BROADCOM INC

COM

$1.1M

3,410

0.6%

TSLA TESLA INC

COM

$950.6K

2,557

0.5%

MRSH MARSH & MCLENNAN COS INC

COM

$885.8K

5,107

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$808.9K

2,813

0.4%

IBM INTERNATIONAL BUSINESS MACHS

COM

$733.0K

3,024

0.4%

JPM JPMORGAN CHASE & CO

COM

$670.6K

2,280

0.4%

MRVL MARVELL TECHNOLOGY INC

COM

$618.4K

6,243

0.3%

JNJ JOHNSON & JOHNSON

COM

$590.0K

2,414

0.3%

CSCO CISCO SYS INC

COM

$584.5K

7,533

0.3%

PANW PALO ALTO NETWORKS INC

COM

$570.6K

3,559

0.3%

WMT WALMART INC

COM

$536.2K

4,315

0.3%

META META PLATFORMS INC

CL A

$532.2K

930

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$524.1K

806

0.3%

GS GOLDMAN SACHS GROUP INC

COM

$517.3K

611

0.3%

CVX CHEVRON CORPORATION

COM

$505.8K

2,444

0.3%

— ACCENTURE PLC IRELAND

SHS CLASS A

$488.6K

2,464

0.3%

MCHP MICROCHIP TECHNOLOGY INC.

COM

$466.4K

7,218

0.3%

IAU ISHARES GOLD TR

ISHARES NEW

$445.6K

5,054

0.2%

GLD SPDR GOLD TR

GOLD SHS

$395.0K

918

0.2%

UBER UBER TECHNOLOGIES INC

COM

$392.3K

5,454

0.2%

QGRO AMERICAN CENTY ETF TR

US QUALITY GROW

$391.6K

3,728

0.2%

PEP PEPSICO INC

COM

$389.8K

2,510

0.2%

TJX TJX COS INC NEW

COM

$387.3K

2,425

0.2%

INTC INTEL CORP

COM

$386.8K

8,765

0.2%

LLY ELI LILLY & CO

COM

$378.9K

412

0.2%

CRM SALESFORCE INC

COM

$378.3K

2,027

0.2%

NFLX NETFLIX INC.

COM

$376.7K

3,918

0.2%

WM WASTE MGMT INC DEL

COM

$376.3K

1,638

0.2%

INTU INTUIT

COM

$369.0K

853

0.2%

SCHW SCHWAB CHARLES CORP

COM

$362.8K

3,860

0.2%

LOW LOWES COS INC

COM

$362.5K

1,534

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

69%前 6 大占比

SPYM20.9%USTB15.6%FTRB15.5%AVDE9.0%JPIB4.0%AVEM3.8%